Press and media

We welcome journalists to contact IBKR Asset Management for sources on investing, asset management and personal finance topics.
With internal experts and dozens of outside investment managers, we pride ourselves on providing knowledgeable sources for nearly any financial topic.
Kalen Holliday
Kalen Holliday
Director of Marketing & Communications
1.866.825.3005 – Option 4
IBKR Asset Management in the news
US News & World Report | October 17, 2018
Interactive Brokers Asset Management offers a "smorgasbord" of active and passive investment options with fees ranging from 0.08 to 1.5 percent.
Seeking Alpha | March 25, 2018
During high volatility periods, some sectors can significantly under-perform the overall market, says Joe Sullivan, a Director at Interactive Brokers Asset Management. In such situations, using investment strategies that provide opportunity for broad-based and diversified sector exposure can be beneficial long term.
Barron's | March 24, 2018
Interactive Brokers, the affiliated broker-dealer of Interactive Brokers Asset Management, won first place in Barron's 23rd annual ranking of The Best Online Brokers. The article notes that the company offers a robo-advisory service - IBKR Asset Management - for less active traders. The unit offers a range of portfolios including 13 index tracking portfolios.
Barron's | March 24, 2018
Interactive Brokers, the affiliated broker-dealer of Interactive Brokers Asset Management, won first place in Barron's 23rd annual ranking of The Best Online Brokers. The article notes that the company offers a robo-advisory service - IBKR Asset Management - for less active traders. The unit offers a range of portfolios including 13 index tracking portfolios.
TheStreet | September 25, 2017
Interactive Brokers Asset Management discusses key things to consider prior to selecting a financial advisor.
Brobible | September 5, 2017
With robo-advisors, you can also invest online, anytime, explains Kalen Holliday. Holliday is a director at the robo-advisor firm Interactive Brokers Asset Management . "If you have young kids to tend to during the day or work in an office surrounded by coworkers who you don’t want knowing you’re taking time off during the day to invest, investing online is better than having to call your broker between 9 AM and 5 PM. You can go online anytime and see how your investments are performing."
Finance Feeds | July 11, 2017
Online investing expert Covestor, a part of Interactive Brokers Group, Inc. (NASDAQ:IBKR) plans to change its name to Interactive Brokers Asset Management.
Finance Feeds | July 11, 2017
Online investing expert Covestor, a part of Interactive Brokers Group, Inc. (NASDAQ:IBKR) plans to change its name to Interactive Brokers Asset Management.
YouTube | June 08, 2017
Watch this webinar to find out more about Smart Beta and what's behind the soaring popularity of Smart Beta investment products.
YouTube | April 25, 2017
Explore the benefits of IBKR Asset Management’s Smart Beta Quality Portfolio.
WealthManagement.com | March 29, 2017
IBKR Asset Management, Interactive Brokers’ robo advisor, recently made its new Smart Beta Portfolios available to the custodian’s advisors. The portfolios are managed in-house by IBKR Asset Management’s investment management team led by Chief Investment Officer Sanjoy Ghosh. They cost 8 basis points.
YouTube | March 23, 2017
IBKR Asset Management Smart Beta portfolios find the sweet spot between passive exchange traded funds and actively managed funds and provide advantages over both.
Barron's | March 18, 2017
IBKR Asset Management's broker-dealer affiliate Interactive Brokers ranked among top 3 brokers. IB wins praise for low cost trades. Article mentions IBKR Asset Management's new Smart Beta portfolios, which have low investment minimums of $5,000 and low fees of 0.08%.
Barron's | March 18, 2017
IBKR Asset Management's broker-dealer affiliate Interactive Brokers ranked among top 3 brokers. IB wins praise for low cost trades. Article mentions IBKR Asset Management's new Smart Beta portfolios, which have low investment minimums of $5,000 and low fees of 0.08%.
Financial Advisor | March 10, 2017
Profile story discusses how Interactive Brokers has expanded products and services for registered investment advisors. Advisors using Interactive Brokers now have a robo platform, IBKR Asset Management, which was acquired in 2015 and offers actively managed portfolios at low fees.
Business Wire | February 23, 2017
IBKR Asset Management introduces unique products that combine the advantages of actively managed mutual funds and the low costs of exchange traded funds. The portfolios have low fees and low minimums and provide broad market exposure.
Fox Business | January 23, 2017
Investors are enchanted by Smart Beta strategies. Smart Beta assets under management have more than doubled since 2012, and now top $500 million, according to Morningstar.
Fox Business | January 05, 2017
Portfolio diversification is one of the most basic maxims in investing.
Finovate | December 22, 2016
Hybrid roboadvsiers such as IBKR Asset Management offer actively managed portfolios and personalized conversations blended with computerized portfolio recommendations. Business Insider expects hybrid roboadvisers will manage 10% of all investable assets by 2025.
Business Insider | December 15, 2016
Companies such as IBKR Asset Management make Business Insider list of "Fintech companies to know".
Seeking Alpha | October 18, 2016
Interactive Brokers customers may partition their account and invest a selected amount of money in portfolios offered by IB's IBKR Asset Management subsidiary.
The Wall Street Transcript | March, 2016
Interactive Brokers Chairman Thomas Peterffy discusses IB’s acquisition of IBKR Asset Management and plans for expansion.
Portfolio manager publicity
AdvisorNews | July 2018
The model portfolio market is growing quickly and there are benefits for both investors and advisers, notes Joe Sullivan, director of manager relations for Interactive Brokers Asset Management. Investors get access to tactical shifts from some of the best institutional investment committees and advisers can access portfolios for their clients at low cost.
US News & World Report | February 9, 2018
Interactive Brokers Asset Management portfolio managers Yale Bock and Ron McCoy weigh in on their stock selections. Bock picks Apple as a good portfolio addition and McCoy says Exxon is a great choice.
US News & World Report | January 29, 2018
Interactive Brokers portfolio manager Vahan Janjigian explains why he believes IBM is a very attractive stock.
TheStreet | January 23, 2018
Yale Bock, an Interactive Brokers Asset Management portfolio manager, says risk averse investors should watch Tesla stock from the sidelines.
TheStreet | January 17, 2018
Relying on social security is not a good option, says Ron McCoy, who runs a portfolio on the Interactive Brokers Asset Management marketplace.
TheStreet | December 11, 2017
Interactive Brokers Asset Management portfolio manager Charles Sizemore says lack of volume on targeted ETFs can be troublesome. He says the headache and extra management fees of small funds are often not worth it when you can purchase the underlying holdings instead.
Financial Advisor | December 1, 2017
US stocks have outperformed stocks oversees for the past 10 years, says Charles Sizemore, a portfolio manager for Interactive Brokers Asset Management. However, he notes that there’s growing interest in international equities, particularly among Variable Annuity providers.
US News & World Report | November 14, 2017
For stodgy but reliable stocks, portfolio manager Barry Randall likes 3M while portfolio manager Vahan Janjigian picks IBM.
CNBC | November 10, 2017
Some analysts aren't bullish on Japan. For example, Charles Sizemore, who manages a portfolio for Interactive Brokers Asset Management, sees Japan as a short-term trade and not a viable long-term investment.
TheStreet | November 8, 2017
Stocks may get even cheaper when the markets correct, notes Ron McCoy, an Interactive Brokers Asset Management portfolio manager.
TheStreet | October 26, 2017
Contributions to retirement accounts should remain tax deductible as it motivates people to save rather than rely on the government when they're older, says Ron McCoy, a portfolio manager of the LOWS strategy on Interactive Brokers Asset Management.
TheStreet | October 21, 2017
IBKR Asset Management portfolio managers Fariba Ronnasi, Ron McCoy Sreeni Meka and Yale Bock share their rules for investors who experience a market crash similar to the one on Black Monday.
US News & World Report | September 26, 2017
"Facebook's foray into virtual reality has been disappointing: No breakout or killer application and an experience that leaves a significant fraction of users feeling nauseous," says Barry Randall, technology portfolio manager for Interactive Brokers Asset Management. "Facebook's failure thus far has opened the door to major competitors, including Sony and Samsung."
TheStreet | September 19, 2017
Ron McCoy, portfolio manager of the Leveraged Options Writing Strategy portfolio on IBKR02 Asset Management, said IRA loans are not really advisable, but may be an option after a disaster. "Someone should lobby Congress to pass a bill to allow people who have been affected by the storms to extend the rule to up to a year rather than the current 60 days. People shouldn't be penalized for taking out their own money in a retirement account because of a disaster. It's just wrong."
US News & World Report | August 28, 2017
Interactive Brokers Asset Management portfolio manager Barry Randall shares his views on stock splits.
TheStreet | August 02, 2017
As volatility has reached low levels, its impact on stocks and options has been largely ignored until recently and tobacco stocks have been hit bard. Interactive Brokers Asset Management portfolio manager Ron McCoy explains the impact on options.
Fox Business | May 02, 2017
When you are an active money manager, you need skill sizing up individual companies explains IBKR Asset Management portfolio manager Yale Bock.
TheStreet | April 30, 2017
While some wealth managers hire others to manage their money, IBKR Asset Management portfolio manager Rick Tonge takes another tack. He invests one way and has 100% of his investable assets invested. He prefers to have his money in the same risk and be in the same position as clients because having skin in the game gives him the same perspective as his client.
TheStreet | April 30, 2017
IBKR Asset Management portfolio managers Barry Randall and Ron McCoy explain how to goodwill impacts stocks.
TheStreet | April 28, 2017
Current heft valuations are reminiscent of dot com stocks in 1999 when many stocks also reached large market caps, says Ron McCoy, portfolio manager for the Leverage Options Writing Strategy on IBKR Asset Management.
TheStreet | April 18, 2017
Instead of buying options, selling them might be a better way to hedge against volatility, said Ron McCoy, a portfolio manager of the Levered Options Writing Strategy on IBKR Asset Management. Current heft valuations are reminiscent of dot com stocks in 1999 when many stocks also reached large market caps, says Ron McCoy, portfolio manager for the Leverage Options Writing Strategy on IBKR Asset Management.
US News & World Report | April 17, 2017
Michael Kramer, a portfolio manager on IBKR Asset Management, says overall numbers Netfix reported seem solid, with subscriber growth still showing growing in the international market.
US News & World Report | April 11, 2017
Philip Morris (PM) has a new IQOS smokeless cigarette that IBKR Asset Management portfolio manager Gerald Sparrow says may be a big hit.
US News & World Report | March 21, 2017
IBKR Asset Management portfolio managers Tyler Kocon and Yale Bock share their outlooks on the energy sector.
TheStreet | March 16, 2017
IBKR Asset Management portfolio manager Ron McCoy says going to all cash can be a costly mistake.
Fox Business | February 13, 2017
Column on momentum investing by IBKR Asset Management portfolio manager Charles Sizemore.
TheStreet | February 13, 2017
IBKR Asset Management portfolio manager Ron McCoy explains how selling puts in Twitter has helped generate returns for his LOWS portfolio on IBKR Asset Management.
US News & World Report | January 31, 2017
IBKR Asset Management portfolio managers pick two of the seven stocks. Barry Randall selects Check Point Software Technologies and Yale Bock picks BP.
TheStreet | January 27, 2017
IBKR Asset Management portfolio manager Ron McCoy says given the drubbing BMY saw last week, he likes several options plans on Bristol-Myers Squibb.
YouTube | January 25, 2017
Video Q&A with IBKR Asset Management portfolio manager Barry Randall, manager of the Crabtree Technology portfolio. Barry explains how he got interested in investing in the tech sector.
Seeking Alpha | January 11, 2017
IBKR Asset Management portfolio manager Mark Holder says General Motors looks to break out of trading flat for three years.